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Invesco CurrencyShares Swiss Franc Trust

81 hedge funds and large institutions have $109M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $8.96M | Put options by funds: $2.82M

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $100M → $109M (+$9.22M)

5% more funds holding

Funds holding: 7781 (+4)

2.24% more ownership

Funds ownership: 25.32%27.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
19
Closed
11
Calls
$8.96M
Puts
$2.82M
Net Calls
+$6.14M
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
Haven Private
Florida
$841K -$80.3K -725 -9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$760K
JIR
28
James Investment Research
Ohio
$736K -$38.3K -346 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$654K +$138K +1,250 +27%
PI
30
PFG Investments
New York
$629K -$29.9K -270 -5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$605K +$356K +3,212 +145%
SWP
32
Stratos Wealth Partners
Ohio
$590K +$586K +5,291 New
RA
33
RFG Advisory
Alabama
$573K +$3.65K +33 +0.6%
Osaic Holdings
34
Osaic Holdings
Arizona
$545K +$97.6K +882 +22%
CAM
35
Carret Asset Management
New York
$517K
MCM
36
MAI Capital Management
Ohio
$509K -$443 -4 -0.1%
BEAM
37
Baker Ellis Asset Management
Washington
$502K
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$496K +$492K +4,440 New
CA
39
Clearstead Advisors
Ohio
$467K -$145K -1,306 -24%
Creative Planning
40
Creative Planning
Kansas
$457K -$177K -1,598 -28%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$403K
WFA
42
Wellspring Financial Advisors
Ohio
$391K
BPA
43
Beacon Pointe Advisors
California
$379K -$113K -1,020 -23%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$379K -$190K -1,715 -34%
1CP
45
17 Capital Partners
Arizona
$324K +$321K +2,903 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$312K +$26.6K +240 +9%
Nomura Asset Management
47
Nomura Asset Management
Japan
$301K +$299K +2,700 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K +$180K +1,630 +163%
CWM
49
Cornerstone Wealth Management
Missouri
$279K +$277K +2,503 New
EWM
50
Evercore Wealth Management
New York
$273K +$43.7K +395 +19%